See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,312 | $209,411-62.1% | $178,490-55.6% | $158,922-50.1% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.39% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $5,071 | $5,706-11.1% | $5,011+1.2% | $4,761+6.5% |
| Participant deferral / active EE | $6,205 | $5,954+4.2% | $5,202+19.3% | $5,982+3.7% |
| Admin fee / account holder | $964 | $17,074-94.4% | $13,984-93.1% | $11,246-91.4% |